Cody Evers

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 09/2017
  The Prudential Insurance Company Of America
  Appleton, WI
• 09/2014 → 09/2017
  Pruco Securities, Llc
  Appleton, WI
• 09/2014 → 09/2017
  The Prudential Insurance Company Of America
  Appleton, WI
• 09/2014 → 09/2017
  Pruco Securities, Llc
  Appleton, WI
• 09/2017 → 03/2022
  Thrivent Investment Management Inc
  Appleton, WI
• 09/2017 → 03/2022
  Thrivent Financial
  Appleton, WI
• 03/2022 → 10/2025
  Associated Investment Services, Inc.
  Green Bay, WI
• 10/2025 → Present
  Raymond James & Associate, Inc.
  Menasha, WI
• 10/2025 → Present
  Raymond James Financial Services, Inc.
  Menasha, WI
• 02/2026 → 03/2026
  Door Dash/Uber Eats
  Menasha, WI
• 02/2026 → 05/2026
  Amazon Flex
  Greenville, WI
• 03/2026 → Present
  Medspeed
  Appleton, WI

Previous Registrations

• 2022-03-29 → 2025-06-03
  Associated Investment Services, Inc.
  Appleton, WI
• 2019-01-07 → 2022-03-30
  Thrivent Investment Management Inc.
  Appleton, WI
• 2015-07-31 → 2017-09-15
  Pruco Securities, Llc.
  Wauwatosa, WI
  Appleton, WI

Other Businesses

(1)Name of Business: Address: 912 Hartzheim Dr, Appleton, WI, 54913, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own rental real estate as an investment, buying/selling properties, have a 3rd party manager for tenant management

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-23
• S63 Uniform Securities Agent State Law Examination
  2014-10-24

Other Names

• Cody Evers
• Cody James Evers